Latest Institutional Purchases of Berkshire Hathaway Inc Class B (BRK-B)
This list provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
569New |
$226K - $239K
|
569
$269K
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
557New |
$221K - $234K
|
557
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
524New |
$208K - $220K
|
524
$247K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
521New |
$207K - $219K
|
521
$246K
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
511New |
$203K - $215K
|
511
$241K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
500New |
$198K - $210K
|
500
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
500+ 45.45% |
$198K - $210K
|
1.6K
$755K
|
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
500New |
$198K - $210K
|
500
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
495New |
$196K - $208K
|
495
$234K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
460+ 48.52% |
$182K - $193K
|
1.41K
$665K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
433New |
$172K - $182K
|
433
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
430New |
$171K - $181K
|
430
$203K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
419New |
$166K - $176K
|
419
$198K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
410+ 4.08% |
$163K - $172K
|
10.5K
$4.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Galibier Capital Management Ltd.
|
BUY
|
- |
400+ 11.14% |
$159K - $168K
|
3.99K
$1.88M
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
396+ 2.29% |
$157K - $166K
|
17.7K
$8.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
387+ 5.28% |
$154K - $163K
|
7.72K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
377New |
$150K - $158K
|
377
$178K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
376+ 6.24% |
$149K - $158K
|
6.4K
$3.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
371+ 39.89% |
$147K - $156K
|
1.3K
$614K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
369+ 4.04% |
$146K - $155K
|
9.5K
$4.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
357+ 38.39% |
$142K - $150K
|
1.29K
$608K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
348+ 11.37% |
$138K - $146K
|
3.41K
$1.61M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
344+ 12.12% |
$136K - $145K
|
3.18K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
337+ 18.11% |
$134K - $142K
|
2.2K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
321+ 37.11% |
$127K - $135K
|
1.19K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
320+ 21.26% |
$127K - $134K
|
1.83K
$862K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
318+ 14.44% |
$126K - $134K
|
2.52K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
316+ 65.29% |
$125K - $133K
|
800
$378K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
312New |
$124K - $131K
|
312
$147K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
307+ 0.28% |
$122K - $129K
|
110K
$52M
|
|
|
Aug 05, 2024
Q2 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
300+ 4.92% |
$119K - $126K
|
6.39K
$3.02M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
280+ 3.78% |
$111K - $118K
|
7.69K
$3.63M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
279+ 9.14% |
$111K - $117K
|
3.33K
$1.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
252+ 52.83% |
$100K - $106K
|
729
$344K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
218+ 6.6% |
$86.5K - $91.6K
|
3.52K
$1.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
207+ 6.97% |
$82.1K - $87K
|
3.18K
$1.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
BUY
|
- |
205+ 6.07% |
$81.3K - $86.1K
|
3.59K
$1.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
200New |
$79.3K - $84K
|
200
$94.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
200+ 24.27% |
$79.3K - $84K
|
1.02K
$483K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
197+ 0.27% |
$78.2K - $82.8K
|
72.1K
$34M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
194+ 14.19% |
$77K - $81.5K
|
1.56K
$737K
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
191+ 20.11% |
$75.8K - $80.3K
|
1.14K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
184+ 105.75% |
$73K - $77.3K
|
358
$169K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
181+ 4.28% |
$71.8K - $76.1K
|
4.41K
$2.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
174+ 8.07% |
$69K - $73.1K
|
2.33K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
173+ 24.93% |
$68.6K - $72.7K
|
867
$409K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
166+ 21.04% |
$65.9K - $69.8K
|
955
$451K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
158+ 0.57% |
$62.7K - $66.4K
|
27.7K
$13.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
158+ 5.38% |
$62.7K - $66.4K
|
3.1K
$1.46M
|